-35.7%
BABA vs TECH
-41.3%
+5.6%
-62.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.1% | -1.2% |
| 7D | -3.6% | +0.1% | -3.7% | -3.6% |
| 30D | -8.4% | +0.3% | -8.7% | -8.4% |
| 3M | -20.6% | +1.0% | -21.6% | -20.8% |
| 6M | -25.4% | +54.0% | -79.4% | -34.9% |
| YTD | -30.1% | +24.3% | -54.4% | -36.2% |
| 1Y | -36.3% | +23.7% | -60.0% | -41.9% |
| 3Y | +30.4% | +28.5% | +1.9% | +6.6% |
| 5Y | -35.7% | -41.2% | +5.5% | -21.8% |
| All | -35.7% | -41.3% | +5.6% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TECH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling